data centers

Semiconductors

Nvidia H200 Exports Boost Odds of a World That ‘Runs on Chinese AI’

Photo via Bill Clark/CQ Roll Call/Newscom

The Chinese government has discouraged companies and government-funded data centers from buying Nvidia’s chips.

1 min read

Photo via JOHN ANGELILLO/UPI/Newscom

Hedge Funds

Hedge Funds Start to Hedge Their AI Bets

Wall Street’s smart money is starting to take out some short positions on the AI trade, albeit mostly around the industry’s fringes.

2 min read
Photo via U.S. Patent and Trademark Office

CIO Upside

Nvidia Wants to Balance Workloads Between GPUs

The system Nvidia wants to patent would spread out and balancing GPUs’ capacity to help avoid problems as demand ramps up in AI data centers.

1 min read
Photo via Pradeep Gaur/ZUMAPRESS/Newscom

Semiconductors

Qualcomm Makes a Play for AI Chip Market Dominated by Nvidia, AMD

Qualcomm, known for smartphone semiconductors, announced a pair of AI accelerator chips set to hit the market in 2026 and 2027.

2 min read

CIO Upside

Bloom Energy, Brookfield Form $5B Partnership Reimagining AI’s Power Supply

Photo by Alex Shuper via Unsplash

Bloom Energy teams with Brookfield Asset Management to help cover a 75-gigawatt shortfall in US electrical power due to the AI boom.

2 min read

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